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119088 12/13/2002 07:16 PM 04/06/2010 02:10 PM
Yes No
How do I Install and Getting Started with OpenServer5 on an HP/Compaq server or any Intel/AMD Server platform?
Keywords
ML series server openserver ose unix SmartStart CD ROMPaqs configure hardware install compaq ml 506 5.0.6 openserver5 507 5.0.7 505 5.0.5 504 5.0.4 502 5.0.2 500 5.0.0 trouble troubleshoot troubleshooting ose5 openserver6 installation osr osr5 osr6 600 6.0.0 ilo rilo getting started isl system admin administration procedure post get intel amd guide
Release
          SCO OpenServer Enterprise 5.0.6, 5.0.7 
          SCO OpenServer Enterprise 5.0.5, 5.0.4, 5.0.2, 5.0.0 
Problem
          How do I install OpenServer5 on an HP/Compaq server or any Intel/AMD
          Server platform?


Solution
          Follow these step-by-step instructions, for general installation
          tips for any OEM manufacturer.  This TA is aimed specifically at the 
          HP plaform but the same rules can be applied on any platform.

          This includes:

        1.  Configure the Hardware, ie. open the box.
        2.  Starting the Installation
        3.  Installation Query Manager
        4.  Hard Disk Setup 
        5.  Further Installation Requirements
        6.  Post Install 
        7.  Additional Software and Maintenance Supplements
        8.  Networking
        9.  Additional Patches and Security
        10. Skunkware Software
        11  Test the processors and memory
        12. Compaq EFS Drivers
        13. Compaq EFS Supplements
        14. Compaq EFS Insight Manager Agents 
        15. Compaq UPS
        16. Add Additional Disks
        17. Tape Testing
        18. Emergency Recovery Disks
        19. Video Configuration
        20. Tuning
        21. License/Register Your Software
        22. Miscellaneous
            - Additional Hardware
            - Additional Network Services
            - Migration Tasks
        23. Testing the Server
        24. Troubleshooting


        For more information, the Getting Started Guide at:

        http://www.sco.com/support/docs/openserver/


        1.  Before installing the OS:
        
        1a. Configure the Hardware

             Before starting the installation of the operating system pay
             attention to leads and connectors and ensure that they are
             sufficiently tightened and the correct Compaq leads are used.

             On the inside cover of the Compaq ML Series server there will be
             a diagram denoting how the memory should be installed inside the
             server.  Ensure that these rules are followed and that all memory
             used is the same type and speed.

             It is suggested to ensure that 64bit slots contain 64bit or 32bit
             cards.  It is not recommended to put 64bit cards in 32bit slots.
             Where possible place 32bit cards in 32bit slots.

             Also ensure that, where possible, the PCI cards placed in the
             slots inside the server are well spaced apart to spread the load
             across the bus.

             Where possible, ensure the IDE CDROM is set to MASTER not CABLE
             SELECT to ensure that it is detected by the operating system and
             that it is using the cable labelled Device 0 in later HP models.

             The point is to understand the hardware you have purchased.

             For Hardware references see:

             HP & SCO Solutions Index:

             http://h10018.www1.hp.com/wwsolutions/sco/index.html

             The HP ProLiant Server Support Matrix:

             http://h71028.www7.hp.com/enterprise/cache/483060-0-0-0-121.html


             HP ProLiant SCO Option Matrix:

             http://h71028.www7.hp.com/enterprise/cache/498759-0-0-0-121.html

             Server and Controller Support Matrix for SCO UNIX Operating
             Systems:

             http://h71028.www7.hp.com/enterprise/downloads/SCO%20Server%20to%20Controller%20Support%20Matrix.pdf

             HP ProLiant host bus adapters:
               
             http://h18004.www1.hp.com/products/servers/proliantstorage/adapters/index.html

 
             If you have a Integrated Lights Out (iLO) or Remote 
             Intergrated Lights Out (RiLO) Board installed and plan to use it,
             then configure it as this will work with SCO products.  You will
             need a separate IP address available for this Board to connect to
             which you can "telnet" or http[s]://<ILO BOARD IP> to.

             Please note: This should be a unique device on the network.  
             You may also wish to set the password of the Administrator.
             The initial password should be included on a tag provided with the
             server.  If not, then press F8 when the server boots to configure
             the RiLO or iLO card, when prompted and Edit the Administrator
             user and set the password there, or even add a new user.

             You can access it then with http://<IP>

             Please note that Graphical displays on the Remote Console will
             require a license to be entered.  However, if you don't need
             to use a Graphical console then run "scologin disable" and then
             UnixWare7 will only display in text and therefore a RiLO/iLO
             license will not be required.

             For iLO2 you will need a license for text usage too.

             Also, some model's require USB to be enabled before the keyboard
             will work.  However, in general, disable USB Legacy support.


             1b. Download from HP:

             Visit HP's web site at http://www.hp.com/support and select your
             server, "Download drivers and software" then select your
             operating system.

             What to download:

             i)  The Extended Feature Supplement provides drivers and utilities
                 for your SCO installation.  The first flopppy disk contains
                 the HBA drivers for your installation.  The remaining are
                 floppy disks containing daemons and utilities for monitoring
                 your hardware to install later.

                 Get the latest version of the Compaq (HP) EFS which is
                 supported for this server.  Do not just install the latest
                 EFS because it might not be compatible with your server.

             ii) Rompaqs are the firmware revisions of the hardware.

                 Download the Firmware Maintenance CD and boot from this to
                 update the firmware of your hardware.

                 Take note to see if there are later revisions available for
                 floppy disk or USB Stick Pen that may have been released 
                 after the latest Firmware CD.

                 To create a USB Flash Disk then you will need a utility to 
                 make your USB Flash Disk bootable, for example HP's SP27608,
                 to create a DOS bootable disk (once installed you will need 
                 a Windows 98 Boot Disk to pull the System Files from and then
                 add the SoftPaq ROM (Firmware) UPDATE.EXE or use:

                 http://h20000.www2.hp.com/bizsupport/TechSupport/SoftwareDescription.jsp?lang=en&cc=us&prodTypeId=329290&prodSeriesId=411014&prodNameId=411016&swEnvOID=181&swLang=13&mode=2&taskId=135&swItem=MTX-UNITY-I23839

             iii) The Diagnostics can be used to test the hardware should there
                  be problems with the server down the line and before the
                  server goes into production, then this is an ideal time to
                  test the hardware initially.
             

             1c. Firmware:

             Upgrade the firmware, if required, of the hardware.


             1d. Using SmartStart (for older models):

             Please note that the versions of SmartStart will vary and a CD
             will be provided in the box with your hardware.

             Earlier releases of the product will include SCO operating systems
             in the build allowing an automated build.  This has been removed
             in later releases, forcing a manual build so only the components
             required should be installed.

             Do not use the Compaq SmartStart "Automatic" feature to install
             your server as this is often installed with general configuration
             options rather than those specific to your system and additional
             software is installed that you may not require.


             1e. System Erase (for older models):

             Using the Compaq SmartStart CD, perform a System Erase if the
             server is new or you are upgrading from a different operating
             system.


             1f. Configure the Logical Drives:

             Use the Compaq SmartStart CD or from the SmartArray BIOS,
             configure the logical disks on the controller(s) you may have
             installed on your server.

             You may want to clear the configuration and save for each
             controller(s) on your server.

             Ensure that each logical disk array matches the physical drives.
             ie. The drives being configured will be physically flashing in
             the drive bays of each cage concerned.

             It is recommended to have, where possible, a logical volume for
             root disk containing the operating system, say 2 x 18GB disks;
             a logical volume for the application and maybe the user's $HOME
             folders; and a logical volume for the database itself, etc, plus
             RAID Hot Spares where appropriate.

             Take care not to change the Read/Write ratio, unless required,
             for the logical volume.  For example, if you change the ratio from
             50% to 100% read to make the reads faster, you can expect
             significant delays when restoring data from tape or over the
             network.

             Please note that if you are using the server for a database it is 
             suggested not to use the Write Back Cache on the controller, even
             if you have an extra power supply and an Uninterpretable Power
             Supply (UPS).  This is because the cache may contain corrupted
             data should the server crash during production.  In such an event,
             corrupted data may be written to the database.  Where possible,
             use RAID 0+1 to obtain the best performance and robustness for
             your installation.

             Where possible, have a RAID1 mirrored root disk including swap
             and, if possible, put your application and data on a separate
             RAID, preferably RAID1 or RAID0+1, separate mirrored logical disk
             volume.

             Split physical disks, where possible, within logical disk mirrors
             over channels to split the writing over the SCSI channels rather
             than bottleneck the i/o through one channel.

             At the very least, ensure that the application and data
             are on separate filesystems other than root.

             Many database manufacturers, discourage the use of RAID5 as this
             can cause performance problems.

             However, RAID 0+1 is the recommended RAID configuration providing
             high performance and robustness of your data.

             If RAID5 has to be used due to disk capacity then see if ADG,
             Advanced Data Guarding, is available as you can loose two disks
             at any one time.  Take care when testing though, if you have
             assigned a hot spare to this logical disk, allow time for the disk
             to build before pulling another disk.

             It is recommended to leave the Stripe Size at the default of 128K.

             It is not recommended to attach a tape device to any channel of a
             RAID controller.  It is better to control this by a separate SCSI
             controller to avoid contention on the data bus which could result
             in data loss and corruption regardless of the operating system or
             driver in use.

             Also, due to the restrictions of "divvy", it is recommended to
             have one divvy table applied to each logical volume and not to 
             have multiple fdisk active partitions on one large logical volume


             1g. External Storage:

             When possible, storing your data on external storage is preferable
             as this provides redundancy in the case of a server failure.

             If possible, if you are using an External Cabinet for storage then
             consider having a controller using one driver for the root disks,
             for example, "ida", and a separate driver for the controller
             connecting the External Cabinet, for example "ciss", to prevent
             any conflicts.

             Note though, for example, a Compaq StorageWorks 4200 cabinet:

                 Storage Works ID to Slot mapping:

                 Slot    SCSI ID
                 14      15      (top)
                 13      14
                 12      13
                 11      12
                 10      11
                 9       10
                 8       9
                 7       8
                 6       5
                 5       4
                 4       3
                 3       2
                 2       1
                 1       0       (bottom)

             ID 6 and 7 are used for controller and storage works cabinet
             itself.  This is useful should the external storage detect a disk
             failure as it reports the ID, not the slot.

             Please note the fibre channel technology is not available for
             OpenServer5. 

             Using the Compaq SmartStart CD, use the Compaq Array Diagnostics
             to ensure the validity of your disks before you start.

             Should a failure occur use the Compaq SmartStart CD and choose the
             Array Configuration to help you locate the faulty disk.

             A report can be saved to floppy disk for future reference.

             Please note that for SAS, each disk has it's own channel.

             See Also, TA#116222, "How do I quickly determine the cause of a 
             performance problem using sar?" at http://www.sco.com/ta/116222


             1h. System Partition (for older models):

             Using the Compaq SmartStart CD create the Compaq System Partition.
             Should you see the message that the SmartStart installation has
             terminated prematurely then it is likely that you are using a
             later version of the Compaq SmartStart CD that didn't come with
             the server.

             Assuming that the SmartStart partition has installed okay you will
             see a choice at boot time to press F1 to boot or F10 key for the
             System Partition.  When the first menu is displayed, press CTRL-A
             to enter "Advanced Mode".

             This will provide you with a number of additional options within
             the following menus.  Use the Test & Diagnose options to test
             the validity of your hardware before you start.  A report can be
             saved to floppy disk for future reference.

             Within the Configure Hardware option of the Compaq System
             Partition, View and Edit Boards to ensure the controller order of
             your hardware.  For servers with multiple cards you will need to
             ensure that Interrupt Sharing is Enabled in the Advanced Section
             of the BIOS, if the BIOS supports it.  By default, it is NOT.


             1i. BIOS Changes

             During the initial boot, if there is an F9 ROM Based Setup Utility
             then select it and select the chosen operating system.

             Set the Operating System type to SCO OpenServer.

             Consider the interrupts to be shared, such as do you want to share
             the Network Interface Card(s)(NICs) with each other or share the
             SCSI controllers on the same interrupt?  Be aware that turning
             this option on will result in a number of your interrupts being
             re-ordered.  For example, is the second serial port going to be
             used?

             Generally, it is recommended, where possible, not to use 
             Interrupt Sharing for SCO OpenServer5 but it can be used when it 
             is not possible to uniquely assign interrupts to devices.  

             The following is a good example of a message at boot up where an
             IRQ conflicts:

          WARNING: move_fixed:cannot add 0xF00AA334 to vector 16 - cannot share
          WARNING: Handler 0xF00AA334 was not placed on vector 0x00000010


             An example of this would be the dual port NC3123 NIC where both 
             NICs would share the same interrupt.  It requires that the BIOS, 
             Driver and Operating System can understand interrupt sharing well.

             Disable ports and cards that are not going to be used to save on
             the resources available and, where possible, assign the highest
             unique IRQ value to the Root Controller to give it the highest 
             priority.

             The Compaq MPS Mode default for OpenServer is Full Table APIC or
             use Auto for later BIOS revisions for full use of IRQ's should 
             SMP be required.

             Determine if any Compaq Dual Network Interface Cards (NICs) can be
             swapped to single NIC's.  This is because the dual cards are most
             effective for load balancing, a feature not supported by the
             UnixWare7 operating system.  The dual NIC can be used to connect
             to a separate network, thus, making the server a network
             "router".  It can also be used as a backup NIC when another dual
             port connects to another network.  Therefore, the first port of
             the first NIC connects to network 10, the second port of the
             second NIC connects to network 20.  The second port of the first
             NIC is the backup for network 20 and the first port of the second
             NIC is the backup for network 10.

             eg:

             Single Subnet:

             Dual Port 1                  Dual Port 2
             Port 1 - Subnet              Port 1 - Backup of Subnet
             Port 2 - Disabled            Port 2 - Disabled

             Two Subnets :

             Dual Port 1                  Dual Port 2
             Port 1 - Subnet 1            Port 1 - Subnet 2
             Port 2 - Backup of Subnet 2  Port 2 - Backup of Subnet 1

             Turn off the F1 Boot prompt to ensure that when servers are asked
             to reboot, it won't wait for someone to press F1 to continue.

             Also, if not required, turn off the Automatic Server Recovery 
             (ASR), Hot Plugable functionality, USB and Virtual Serial Ports &
             Physical Serial Ports to save on IRQ's.
 
             It is recommended though, to leave Thermal Shutdown turned on.
             If no Compaq System Management tools (ASM) are loaded then the
             this will simply turn the machine off in the event of an air
             conditioning failure.  Whilst this might damage any open files at
             the time of power off, this will protect the server itself.  If,
             the ASM tools are installed onto the operating system then a
             shutdown will be initiated before the power is terminated.

             Set Disable Wake Up on LAN.

             Enter an appropriate Custom Post Message, such as:
             Server Name, Server Type, Location

             Set HyperThreading: Enable, although you might not wish to use
             it, at least it can be enabled in /etc/default/boot with:

             http://www.sco.com/ta/126403

             Set CPU Optimization: I/O.

             If the OS or latest patch supports Dual Core then it will be 
             enabled by default, assuming SMP has been installed. 
 
             Lastly, if you disable the Power On button (ie. a 4 second 
             depress) to prevent accidental turning off of the server or turn
             on the Automatic Power Regulation Saving, if possible, then it is
             recommended to "label" the server to make it clear to 
             Administrators what is and isn't enabled.
             

         2. Starting the Installation:


             Use the OpenServer CD or Floppy Disks to boot the operating 
             system and at the boot (Boot:) prompt enter the any appropriate 
             boot string to load a new Boot Time Loadable Driver (BTLD) from 
             the EFS diskettes created.

             SCO OpenServer will have a number of Compaq BTLD's available which
             you can always update later.  For example, OpenServer 5.0.6 
             contains Compaq EFS drivers 5.34a.  Later releases of the EFS 
             should always be downloaded from http://www.hp.com/support for the
             appropriate hardware you are trying to install on.

             However, it might be possible that this version of the EFS may not
             detect correctly the controller(s) you have.

             Therefore, with the EFS BTLD disk, enter the bootstring for the
             controller you have.

             To see what drivers are available at the Boot: prompt with the 
             Compaq EFS disk in the floppy drive, enter the command:

             : dir fd(61)

             For example, the Compaq RAID SmartArray Controller 5300 uses the
             Compaq Intelligent Storage Subsystem driver (ciss). So your BTLD
             command would read:

             : defbootstr link="ciss"

             Please note that the default keyboard setting is for the US 
             Keyboard layout press @ on UK keyboards for a quote ".

             See:

             TA#105937, "SCO OpenServer installation bootstring options." at
             http://www.sco.com/ta/105937

             and

             TA#109501, "Installing or updating a driver on an installed 
             OpenServer 5.0.x system from a Boot Time Loadable Device 
             diskette. " at http://www.sco.com/ta/109501

             and

             TA#126653, "I cannot install SCO OpenServer 5.0.7 on a Fujitsu 
             Siemens PRIMERGY TX150-S5 that has no standard legacy floppy 
             drive attached to it by default, using a BTLD on a floppy disk 
             via USB floppy drive." at http://www.sco.com/ta/126653


         3. Installation Query Manager:
        

             Select the correct Keyboard
        
             Select the appropriate Language. It is recommended to set
             "Standard C (English)"
        
             Enter your license details.
        
             Installation type: Fresh
        
             System Name:       8 characters, lower case
        
             Domain Name:       Enter your Fully Qualifyed Domain Name

             Security Level:    To be selected, normally Traditional
        
             Select your Time Zone
        
             Select the Initial System Profile.  It is suggested that within
             the profile you may wish to remove Power Management and Calendar
             options and also to remove IPX but add LAN Manager Client from 
             Connectivity and Documentation as required.

             It is recommended to "defer" the network configuration. The NC3123
             Compaq NIC's are a re-badged Intel card and it is recommended with
             OpenServer to use Compaq's own "n100c" driver.

             For NIC cards other than Compaq is good to let the cards be
             Autodetected as you can complete the Gateway and DNS information
             at this point.

             You may wish to configure the graphics to use the standard SVGA
             VESA and turn scologin off and then configure them manually later.
             This will save time starting the X Server each time the server 
             starts into Multi-User Mode until the server's installation has 
             been completed.

             For a normal PS2 Mouse select High Resolution Keyboard.

             Select MMDF or SendMail mail configuration.  These can be 
             configured later using "mkdev mmdf" or "mkdev cf" respectively.

             Enter your "root" password, when prompted.


         4. Hard Disk Setup:


             Select "customize" or "fdisk/divvy" (recommended) for partition 
             setup.  For the Compaq ML series you must pick the later as the
             "customize" option will overwrite the Compaq System Partition.

             During the FDISK part of the configuration, use the rest of the
             disk for UNIX and make it ACTIVE.

             Please note that for SCSI Disks ignore the Bad Block allocation.

             Take the default of 511 for the number of bad block allocation but
             ask to make manual adjustments when prompted.      

             Swap ; The maximum amount of swap allocated will be dependent on 
             disk size but, unlike, UnixWare7/OpenUNIX 8.0.0 any panic dump 
             that OpenServer has is not selective.  That is, the size of swap 
             must equal the size of the memory.  It is also suggested that 
             this should be twice memory in case additional memory is added 
             later.  This will be dependant on disk size and additional swap 
             can be added post-install to another disk added later with the 
             "swap -a" command.  The maximum swap limit which can be defined at
             ISL is 4096MB, although more can be allocated within the customise
             option, post install 4096MB will be allocated, which you can see
             with the "swap -l" command.

             However, swap should not really be any greater than 2048MB.

             For the root disk, you may not wish to create a partition of 
             20GB.  Consider what root is being used for and how long an 'fsck'
             is likely to take if it was required on what is likely to be a  
             busy file system on your server.

             Select 50Mb for the /stand filesystem in case additional kernels
             are copied.

             You may wish to create a /u filesystem to ensure that any users
             created will use a separate filesystem other than root to save
             their files or to use as an installation for any applications you
             may wish to install later.


         5.  Further Installation Requirements:


             After this the hard disk will be installed with your operating
             system and will reboot the server and you will be prompted when
             to remove CD's, etc.


         6. Post Install:


             After the first system boot, boot into Single-User Mode and:


         6a. Run "scoadmin -> Software Mgmt -> System -> International 
             Settings" to ensure the correct locale is set or just 
             "scoadmin international".


         6b. Set the correct date and time by running "asktime".

             We will discuss how to use NTP to sync your server's date and
             time later


         6c.  Configuration Files:

              - Edit "/etc/default/cleantmp" to add any additional temporary 
              directories to the list of directories to be cleaned out 
              automatically by cron.
        
              - Edit "/etc/cleanup" and "/usr/lib/cleantmp" changing 
              the "atime" parameter to "mtime" otherwise "tmp" directories 
              won't be cleaned out at all.

              - Edit "/etc/issue" and enter your Company name so it appears 
                when you "telnet" to the server, eg. "Welcome to SCO"

              - Edit /etc/default/issue.  Eg.

                BANNER=SCO OpenServer(TM) Enterprise%r %c (%h) (%t)

              - Do you need a /etc/motd? ; Message of the Day to add for when
                a user logs into the server.
                                
              - Add to /.profile the line:

                  PS1="`uname -n` # " export PS1

              - Monitor your disk space automatically with 

                TA#104919,"How can I monitor filesystem space automatically?"


         6d.  Check the "crontabs" in /usr/spool/cron/crontabs and copy 
              them using:

                 # mkdir -p /local/cron
                 # cd /local/cron
                 # cp /usr/spool/cron/crontabs/* /local/cron

                 We do this to take a copy of the crontab for administration
                 purposes.  An alternate would be to use the standard
                 documented method of "crontab -u uucp -e".

                 Use your favourite editor, for example, for modify the "uucp"
                 cron and place a hash in the front of the lines there, unless
                 "uucp" is a function that will be used on this server and copy
                 the file back using:

                 # cp /local/cron/uucp /usr/spool/cron/crontabs

                 Check the changes have been made using:

                 # crontab -l uucp
                 
               #9,9 * * * * /usr/lib/uucp/uudemon.hour > /dev/null
               #0 * * * * /usr/lib/uucp/uudemon.poll > /dev/null
               #5 23 * * * ulimit 5000; /usr/lib/uucp/uudemon.clean > /dev/null
               #8 10,14 * * 1-5 /usr/lib/uucp/uudemon.admin > /dev/null


         6e. Where possible remove a disk from the RAID disk array and 
             monitor what happens to ensure suitable warnings are given
             then replace the disk and monitor the RAID re-build.  

             This will take some time but it is important to understand how
             the RAID controller works when a disk goes down and how long 
             it takes for the repair process to work.



         7.  Additional Software and Maintenance Supplements:


         7a. Additional Software Modules:

             First, copy the "stune" file in /etc/conf/cf.d to "stune.orig".

             Add any additional SCO modules and licensing (eg. SMP or 
             Development) by running "custom" and selecting the original
             Media CD.  License information may be required depending on the
             software installed.

                Please note that when you install these additional post install
                you should add these BEFORE applying Maintenance.  If you need
                to add these products later it will be necessary to remove
                the Maintenance first in Single User Mode, apply the software
                then re-apply the Maintenance again, re-link the kernel then
                re-boot.

             Should any Auto-Tuning be required due to an increase in the
             number of user licenses then allow this as you will have the
             original "stune" file which you copied above as a reference to
             see what changes were made.

             Afterwards, you will need to re-link the kernel. This will
             either be done depending on the software package selected or by
             running:

              # /etc/conf/cf.d/link_unix -y

             then re-boot the server back into Single User mode using the 
             command:

              # init 6


         7b. Patches and Drivers:

             At this point, we would be looking to load the Maintenance Pack,
             the latest HBA Drivers required, from SCO's web site and any
             additional networking drivers.
            
             For ALL versions visit:   

             http://www.sco.com/support/download.html

             For OpenServer 5.0.6:

             Apply the RS506A supplement, via "custom" from the RS506A CD
             supplied with the media.  Apply the Software Manager RS506A fix
             first, leave "custom" then run it again to apply the remainder of
             the RS506A Supplement.

             The RS506A Supplement contains a number of Compaq EFS BTLD 
             updates.

             For example, the Compaq SCSI (cha) which is a re-badged LSI 
             Symbios controller.

             Apply any additional supplements required from this CD.

             Ensure that the kernel has been re-linked and re-boot the server 
             into Single-User Mode, as above.


             For OpenServer 5.0.7:

             Similar to the above but you will need to install the latest
             Maintenance Pack.

             After re-booting repeat steps 6 & 7 above to re-test the 
             processors and memory.


        8.   Networking:


             8a.  "netconfig":

             Use "netconfig" to configure any additional "n100c" NIC's using
        
             TA#116592, "How do I configure a Compaq network card pair to 
             act as a redundant (failover) pair on OpenServer 5?" at
             http://www.sco.com/ta/116592


             8b.  Routing to a Gateway:

             Define your gateway as detailed in:

             TA#113061, "In OpenServer 5.0.6, routed does not start by 
             default." at http://www.sco.com/ta/113061

             After a reboot, make sure you can ping it.

             If not, troubleshoot with:

             http://www.sco.com/ta/107687


             8c.  Essential Network Services:

             - Next, check Apache and the OnLine Documentation is running, 
             which should automatically be started from /etc/rc2.d/S95docview:

                   http://<myserver>:8457

             If you wish to start the Apache Web Server then enter:

                 # apache enable
                 # apache start

             Please note that if you do not wish to use the Web Server to 
             search for documentation then try the "man" pages, eg:

                 # man shutdown

             or to search for all references to "shutdown", enter:

                 # man -k shutdown

 
             8d.  Domain Name Service (DNS):

             In addition, you may wish to define your DNS configuration as
             detailed in:

             TA#107297, "How do I set up a primary nameserver and nameserver 
             clients?" at http://www.sco.com/ta/107297

             Ensure that the kernel has been re-linked and the server re-booted
             into Multi User Mode, as above.


         9.  Additional Patches and Drivers:


             9a.  Now, you can visit http://www.sco.com/support and Download
                  any additional patches or maintenance you need.

                  SCO Supported customers have the option to use the "patchck"
                  feature at this point.

             Apply the latest patches and drivers for the operating system 
             found in:

                 http://www.sco.com/support/download.html

             Keep a copy of the patches installed in /local/patches.

             9b.  Security Supplements:

             - As required, download and install the latest individual Security
             patches available from:

             http://www.sco.com/support/download.html


             - In addition, to further improve security, you may wish to run:

             # netstat -an

             and note the various ports open by TCP/IP inetd.conf services and
             services started in /etc/rc2.d.  To improve security you may wish
             to turn off the services that are not required.


             - Configure a .rhosts protocol for allowing "root" or other users
             remote access to your server for other Unix servers with user
             equivalence:

             For more information see: http://www.sco.com/ta/107735


             - Using more security connecting technologies such as openssh 
             (ssh / scp) and secure FTP (sftp) might be preferable than the 
             the traditional telnet, ftp and rcp.

             Also, see TA#114081, "How can I restrict access to my Openserver 
             5 system over the network?" at http://www.sco.com/ta/114081

             and:

             http://www.sco.com/ta/115262

             
            - Restrict the use of "root" and control over files, with "chmod":
      
               /etc/default/login               - man login
               /etc/default/su                  - man su


             9c.  Legacy "sysadmsh" (Optional):

             In addition, you may wish to install the "sysadmsh" software which
             is a legacy System Manager from the SCO Unix 3.2v4.2 release.  
             This is available from the original OpenServer 5.0.x CD and is 
             installed via:

             custom -> Software -> Install New -> From localhost 
             -> SCSI CD ROM Drive 0 -> Continue. Choose product to install:

             SCO OpenServer Enterprise System UNIX ver 5.0.x ->
             SCO OpenServer Enterprise System Utilities ver 5.0.x ->
             Optional Utilities ver 5.0.x . ->
                sysadmsh

             Ensure that "sysadmsh" is the only package selected.

             By running "sysadmsh" or "scoadmin accounts" you can set some
             sample security options defined below:

                sysadmsh  ->  Accounts ->  Defaults -> Password 
                Min Days between changes        0                 
                Expiration Time                 42               
                Lifetime                        180 (6 months)
                User Can Choose Own             Yes               
                Checked for obviousness         No

                sysadmsh  ->  Accounts ->  Defaults -> Logins 
                User Account                    10                  
                Terminals                       99
                Delay                           2                     
                Time                            60 
                CPU                             0

                sysadmsh  ->  Accounts ->  Defaults -> System
                Length of clear text            8       (/etc/default/passwd)
   
                This is the number of characters (*8) in the password that are 
                significant at login.
        
                For more information see:

             http://osr507doc.sco.com/en/OSAdminG/uaD.copyxenix.html#uaC.pwcomp

                sysadmsh  ->  Accounts ->  Terminal
                Create tty1A and tty2A


         10. Skunkware Software:

         Skunkware packages are available to download for OpenServer 5
         from:
          
         ftp://ftp2.sco.com/skunkware/osr5/vols/

             Below is a list of appropriate SkunkWare software that could be
             loaded onto a new installation.


                      Windows:

                      catdoc - Displays Microsoft Word documents as text
                      gv / ghostviewer ; a PostScript and PDF Previewer
                      xlHTML - for viewing Excel spreadsheets
                      xpdf - for viewing PDF files


                      Essentials:

                      * bash - Bash 2.03 - GNU Bourne-Again Shell 
                      * bzip2 - block-sorting file compressor/uncompressor
                        cdrtools - record audio or data Compact Discs 
                        cpio - GNU Cpio        
                        diffutils - GNU diff, diff3, sdiff and cmp utilities
                        fileutils - GNU file management utilities, such as cp
                        findutils - GNU Find Utilities 
                        gzip - GNU Compression Tools 
                        hog - for monitoring memory usage
                      * less - opposite of more 
                      * lsof - List of Open Files
                        lynx - character based web browser
                        Mtools - Utilities to access DOS disks in Unix
                      * ntp - network time protocol
                        SarCheck - performance analysis and tuning tool 
                        tar - GNU tar
                        top - Display top cpu processes 
                        unzip - PK-Zip compatible unzip 
                        vim - Vi IMproved, a programmers text editor

                             Dependancies: 

                             glib 1.2.8 - Handy Library Of C Utility Functions 
                             gtk+ 1.2.8 - Gimp Toolkit 

                        zip - compatible zip utility


                        Expecting:

                        Expect - programmed dialogue 


                        Optional:
   
                        NcFTP - Internet file transfer program 
                        Webmin - A powerful web-based administration interface 
                        Wxftp - graphical FTP client    


                * - already included in OpenServer 5.0.7

                See:

                TA#114221, "How do I install webmin for OpenServer?" at
                http://www.sco.com/ta/114221
        
                TA#115262, "Where can I obtain a Secure Shell (ssh) for 
                OpenServer?" at http://www.sco.com/ta/115262
        
                TA#114822, "How do I download, compile and install the latest 
                version of SAMBA for OpenServer?" at 
                http://www.sco.com/ta/114822

                For SAMBA information and troubleshooting see:

                           http://www.sco.com/ta/119726

                 For Migration Information see:

                           http://www.sco.com/ta/111764
        
                TA#113163, "UNIX, Which is the best compression tool to use?"
                at http://www.sco.com/ta/113163


         11.  Processors and Memory:


             11a. Test the processors with the technical article (4 processors 
                 max):

             TA#111842, "How to check how many CPUs your system is licensed 
             to use." at http://www.sco.com/ta/111842


             11b. Test the memory detected using the command (4GB max):

             # memsize

             Please note that OpenServer5 has no support for >32-bit physical 
             memory addresses.

             To check exactly what memory OpenServer5 sees run:

             # echo boot | crash
 
             Alternatively, for a more comprehensive report enter the following
             command at the boot: prompt:

             boot: mem=/p/v

             
         12. Compaq EFS BTLD:

              The latest EFS (5.770a) is available for download
              from the following location;

              http://www.hp.com/support

              ONLY install the software from the Compaq EFS disks for the
              hardware you have.

              For the instructions contained to create the appropriate floppy
              BTLD disks.

              Add the latest BTLD's required for any additional controllers you
              have.  For example, if you have the "CISS" and "CHA" controllers
              when you run "hwconfig -hc".  The CISS controller will have a 
              later EFS version than the CHA.  Insert the BTLD floppy and run 
              the command:
        
              # installpkg

              and install the BTLD for the appropriate controller. 

              Ensure that the kernel has been re-linked and the server re- 
              booted into Single User Mode, as above.


         13. Compaq EFS Supplements:


             BEFORE LOADING THE EFS SUPPLEMENT, create the Emergency Floppy
             disks, detailed further.  This is because the additional EFS
             components can cause the kernel image to become too large to fit
             onto a floppy disk.  You may wish to create an additional set 
             after the EFS has been loaded.

             The remaining Compaq EFS contain useful utilities but it is not
             recommended to install them all, but rather only the ones that 
             will be used as this will place drivers in the kernel for hardware
             that you do not have.

             To do this place the first of the three Compaq EFS floppies in the
             drive and run "custom" and select to Install new software from the
             floppy drive. Select the Compaq EFS Supplement but press RETURN on
             the supplement to show all the products available.  Only pick the
             appropriate drivers so as not to install and run drivers and 
             daemons which are unnecessary in production.  Installing 
             inappropriate utilities can cause performace problems as these
             daemons will be probing for hardware you may not have.

             Later versions are created as VOL images which can be loaded
             directly from "custom".

             You will need to install the "ASM" (casm), Health Event Logging
             (cevt) and Remote Insight Board (crid) drivers if you wish to use
             the Compaq Insight Management tools.  The "crid" would be optional
             depending on where you were using or had installed a RiLO or ILO
             Integrated Lights Out Board.

             For example:

             Compaq "CISS" Diagnostics utility
             Compaq SCSI Management utility
             Compaq EFS Documentation
             Compaq Ethernet (NIC) Driver (ie. the n100c)
             Compaq Intelligent Storage Subsystem Driver 

             At this point you will be prompted to configure the n100c NIC(s).

             See:

             TA#110210, "How can I obtain the most current Compaq Extended 
             Feature Supplement (EFS) for my SCO operating system?" at 
             http://www.sco.com/ta/110210

             Ensure that the kernel has been re-linked and the server re-booted
             into Single User Mode, as above.

             This should have also added the "cpqciss" component of "mkdev" so
             that we can configure additional disks later.


         14. Compaq EFS Insight Manager Agents (for older models):


             Only install this if the server is to go into a environment 
             where it is essential to run this tool.

                See:

                TA#112481, "How do I install the Compaq Insight Manager on 
                OpenServer?" at http://www.sco.com/ta/112481

             Support for OpenServer5 can only be found in the Foundation Packs
             supplied with the server.  Later models do not have support for
             OpenServer5.


         15. Compaq UPS:


             If you have a Compaq UPS then the software can be installed 
             using:

                TA#113701, "I have installed the Compaq UPS agents but some
                of the UPS options are grayed out in the Compaq Insight 
                Manager" at http://www.sco.com/ta/113701


         16. Add Additional Disks, if not done at Installation Time:


             - In Single User Mode add additional disks normally using the 
             command "mkdev".  Select the appropriate "mkdev" module for the
             type of Compaq controller you have.  Normally, this is "mkdev hd"
             but in the case of the Compaq "CISS" Controller you must use:

             # mkdev cpqciss

             and follow the prompts.

             See:

             TA#118293, "My Compaq OpenServer 5.0.x machine will not 
             automatically reboot." at http://www.sco.com/ta/118293

             After the re-boot, run "mkdev cpqciss" for the second time and
             once complete run:

             # mkdev fs

             to add the filesystems.

             - Run "mountall" then "dfspace" to ensure that all the filesystems
             are there.

             - At this point, it is a good idea to start to physically remove 
             the disks to ensure that the hardware RAID is working as it 
             should.

             - Once complete, run "divvy -N -P /dev/rroot" to keep a 
               record of the root filesystem's disk layout.  

               It is recommended to repeat the procedure for each of any
               additional filesystems created.


         17. Tape Testing:


             If you have tape drive connected then follow the guidelines as
             defined in:

                TA#110739, "How do I add a Quantum DLT Drive to a Dell 
                PowerEdge 4200/4300 Server?" at http://www.sco.com/ta/110739

             and test a backup solution such as defined in:

                TA#116586, "Where can I find a simple backup script to 
                backup my OpenServer 5 onto a tape on a nightly basis?" at
                http://www.sco.com/ta/116586


         18. Emergency Recovery Disks:


             18a.  Copy the following files:

                   # btmnt -w
                   # cp /stand/unix /stand/unix.orig
                   # btmnt -r

                   # cp /etc/init /etc/init.orig
                   # cp /etc/default/filesys /etc/default/filesys.orig

 
             18b.  Creating the Emergency Disks:

             It should be done at this stage before the kernel becomes too
             large to fit onto the floppy disk.

             There are two choices here, either legacy floppy or CD-ROM 
             image.  There is no support for USB devices.

             Create the Emergency Floppies using the command "mkdev fd".

             In addition see the following Technical Article for further
             information:

                TA#112505, "Additional Notes on Emergency Recovery for SCO 
                OpenServer 5.0.6, 5.0.7 - Including instructions on how to 
                create Emergency Boot/Root CD's on 5.0.7 " at 
                http://www.sco.com/ta/112505

                TA#114161, "Kernel is too large to fit on a boot diskette, 
                which causes the creation of emergency boot and root floppies
                to fail." at http://www.sco.com/ta/114161


         19. Video Configuration:


             If there is a specific video adaptor you know of that runs well
             with OpenServer then run "scoadmin video" to configure the video 
             adaptor, otherwise the recommendation would be to leave the 
             adaptor set to VESA.

             To save on system resources you may wish to disable "scologin"
             with "scologin disable".

             To turn it on again run "scologin enable" and log on or if you
             need it occassionally then run simply run "startx" from the 
             console.

             Go into "System Admin" and run the Video Configuration Manager to
             check that the correct video settings are defined.  For the Compaq
             ML range you may need to re-define this.

             Turn off all of the unneccessary tty's running on the console,
             if you like, to save on memory:

                echo "Disabling tty05...tty12 ..."
                for i in 05 06 07 08 09 10 11 12
                do
                        echo $i
                        disable tty${i}
                done

             Running 'scologin' itself only uses approx 10Mb of RAM, however,
             if you start to run the Desktop then CDE takes approx 30Mb of RAM 
             whereas Panorma or FailSafe only take 10Mb of RAM.  However,
             running an application like Mozilla can take 200Mb of RAM.


         20. Tuning:


         20a.   Disk Buffering:

             By default, OpenServer 5.0.6/7 should not need much tuning, 
             however, this will depend on the applications and load given. 

             For example, see:

             TA#112723, "How do I set my disk buffering for SCO OpenServer
             5 to the optimum values?" at http://www.sco.com/ta/112723


         20b.   Enable "sar":

                Enable "sar" reporting using /usr/lib/sa/sar_enable. See:

                TA#114622, "How do I install and run SarCheck?" at
                http://www.sco.com/ta/114622


         20c.   Kernel Tuning:

                Increase memory available to exec arguments:

                vi /etc/conf/pack.d/kernel/space.c

                Be careful when you edit this file. There are two references to
                maxexecargs, and it is the second one that you need to edit.

                /* maximum size of execargs. */ 
                unsigned int maxexecargs = 250*1024;

                See:

                TA#105076, "table_grow - exec data table page limit of 25 
                pages (MAXEXECARGS) exceeded." at http://www.sco.com/ta/105076

                Use the following script to tune the kernel as required but the
                ones shown below are typical examples.  Additional tuning may
                be required for any database application running, here is an
                example below:
        
                :
                echo -n "Tuning kernel parameters ..."
                cd /etc/conf/bin

                # 2. Processes and Paging (to increase the virtual address 
                     space
                #                         available to the kernel)      
                        ./idtune -f SPTMAP      300

                # 6. Multi-screens.
                        ./idtune -f TBLNK       300
                        ./idtune -f NSCRN       4

                # 7. User and Group Configuration (to increase the number of 
                #                                  files & processes available)
                        ./idtune -f NOFILES     2048
                        ./idtune -f MAXUP       1024
                        ./idtune -f MAX_PROC    5000
                        ./idtune -f MAX_FLCKREC 2048
                        ./idtune -f FLCKREC     2048

                # 17. Miscellaneous system parameters.
                        ./idtune -f MAX_CFGSIZE 4096

                # Now re-link the kernel.
                echo -n "Re-linking kernel ..."
                        cd /etc/conf/cf.d
                        ./link_unix -y

                You can also disable the Calendar Server, if this feature is
                not required to save on system resources as:

                    # cd /etc/rc0.d
                    # ./P95calserver stop
                    # mv P95calserver p95calserver
                    # cd /etc/rc2.d 
                    # mv P95calserver p95calserver


         20d.   scodb:

                If you wish, you can install the SCO Debugger (scodb) for
                kernel debugging.  This can be activated using:

                TA#113121, "My OpenServer server has panicked with "NOTICE: 
                growreg - Insufficient memory to allocate 1 page - system 
                call failed"." at http://www.sco.com/ta/113121



                Testing the Server:
                ------------------
                Overnight, you may wish to test the server to it's limits with 
                the System Certification Test suite available at:

                http://www.sco.com/developers/hdk/testsuites/
  
                Follow the 'readme' provided to install the product.   

                Once installed, run "/home/sct/sct" to start the product in
                either GUI (preferrably) or text mode.  

                If GUI mode is used then you will be able to run the Graphical 
                tests.

                For the networking tests, you will need access to another 
                server on the LAN for high volume ftp transfer testing.

                Use the "Edit" option to change any appropriate settings.

                Use the Help -> On Window to launch Mozilla in the GUI version
                for more detailed help.
                

         21. License/Register your Software:


             # scoadmin license

             Add licenses for additional users. When prompted it should not be
             necessary to re-tune the server automatically.

             Register your software at http://www.sco.com/register and
             ensure you have the appropriate number of licenses for the
             number of users and database solution you are implementing.


         22.  Miscellaneous:


         22a. Additional Hardware:

             - Parallel Port

             Add the parallel port, if required, and available as it is not 
             there by default:

                # mkdev parallel
                1.      Add a parallel port.
                2.      Parallel Adapter at address 378-37f

             For the Olivetti M6-860 and the Compaq Proliant 1500/2500, the 
             port address may be 3bc-3be (use EISA Configuration or MSD to 
             check it first).
        
             Select Interrupt 7 (default).

                Do not re-link the kernel at this point.


             - Run "mkdev cdrom", if required, should the CDROM not be
               defined when trying to add additional software.


             - Run "mkdev serial" and "mkdev modem", if required.


         22b. Additional Network Services:

            - Network Time Protocol (NTP):

                Configure NTP using:

                TA#111921, "How do I configure NTP to synchronize correctly?"
                at http://www.sco.com/ta/111921

            - DHCP:

                - To configure as a simple DHCP Client, use "netcfg"
           
                     See: http://www.sco.com/ta/111069 
                      
                - To configure as a DHCP Server, use "scoadmin address" and
                     "scoadmin dhcp".

                     See: http://www.sco.com/ta/110134 or 
                          http://www.sco.com/ta/110170

            - Configure Printing:

                 - Printing ; other than Parallel or Serial Port printing you
                   can use Network Printing and here you have a choice of 
                   using:

                   a) HPNP - print to HP Printers or HP JetDirect connected 
                      printers using "/usr/lib/hpnp/hpnpcfg" to port 9100.

                      For Troubleshooting see: http://www.sco.com/ta/110358
                           
                   b) SYSV - print to all networked printers using standard 
                      LPD (SYSB) printing on port 515 using "scoadmin printer"

                      You will need to enable the Remote Printing Daemons.
                     
                      For Troubleshooting see: http://www.sco.com/ta/119265

                   c) CuPs - print using the latest CuPs printer drivers 
                      using "scoadmin printer", if CuPs has been installed.

                      See http://www.sco.com/ta/126211 for more info on CuPs
                      management.

                   To switch between SYSV and CuPs printing, see:

                      http://www.sco.com/ta/126336
 
            - Configure Email:

                Configure Email using either:

                # scoadmin sendmail
 
                or:

                # mkdev mmdf

                Depending on the email service selected at Install Time.  You
                may wish to configure a SmartHost and re-direct "root" email
                to a user in your existing email system.

            - NFS:

             Use "scoadmin filesystem manager"

             Please note that some 3rd party NFS products require the "anon" 
             to be set to "0" in the Advanced section of scoadmin.

             Visit http://www.aplawrence.com/SCOFAQ/scotec4.html

             For Troubleshooting, see http://www.sco.com/ta/116623

             For connecting NFS to a Windows Share please note that the 
             default in windows when you create a share is an SMB share.  
             Which would not work.  Windows does have a free add-on package 
             that provides NFS.  It is called Windows Services for Unix(SFU):

             http://technet.microsoft.com/en-us/interopmigration/bb380242.aspx

             If you export your shares using this service then they can be 
             mounted on Unix.

             - NIS:

             Information on NIS is available from:

             http://osr507doc.sco.com/en/NetAdminG/nisT.initialize.html


         22c. Migration Tasks:

              To migrate users, printers and data from another server, see:
 
              http://www.sco.com/ta/111764


         23. Testing the Server:


              -  Where possible remove a disk from the disk array and 
                 monitor what happens to ensure suitable warnings are given
                 then replace the disk and monitor the RAID re-build.  

                 This will take some time but it is important to understand how
                 the RAID controller works when a disk goes down and how long 
                 it takes for the repair process to work.
 
         24.  TroubleShooting:
        

                Common reasons why OpenServer fails to install:

                1. Latest HP Rompaq, bios, firmware not loaded on the server.

                2. Bios needs to be correctly set to OpenServer settings, 
                   above.

                3. Need to disable hyperthreading and ACPI during installation.

                4. Need to check CD-ROM configuration - check CD installation 
                   media.

                5. Need to disable USB or Virtual Serial Ports during 
                   installation if not required.

                6. Make sure the root disk controller is plugged into a 64 bit 
                   PCI slot, where possible.

                7. Check all SCSI cables and terminators.

                8. Disable other onboard controllers if not needed for 
                   installation. 

                   For example, to disable the load of the ad320 at boot 
                   prompt:

                   defbootstr disable=ad320 ...

                9. Not using the latest EFS from HP and either use the latest 
                   BTLD drivers supported by SCO, which you can find at:

                   http://www.sco.com/support/download.html


You are now ready to install your application(s) ...

SEE ALSO:
         

        Technical Article 105937, "SCO OpenServer installation bootstring options."
        
        Technical Article 111842, "How to check how many CPUs your system is licensed to 
        use." 

        Technical Article 116592, "How do I configure a Compaq network card pair to act as
        a redundant (failover) pair on OpenServer 5?"

        Technical Article 110210, "How can I obtain the most current Compaq Extended 
        Feature Supplement (EFS) for my SCO operating system?" 

        Technical Article 114622, "How do I install and run SarCheck?"

        Technical Article 112723, "How do I set my disk buffering for SCO OpenServer 5 to
        the optimum values?"

        Technical Article 105076, "table_grow - exec data table page limit of 25 pages 
        (MAXEXECARGS) exceeded."                

        Technical Article 113121, "My OpenServer server has panicked with "NOTICE: 
        growreg - Insufficient memory to allocate 1 page - system call failed"."

        Technical Article 110739, "How do I add a Quantum DLT Drive to a Dell PowerEdge 
        4200/4300 Server?" 
        
        Technical Article 116586, "Where can I find a simple backup script to backup my 
        OpenServer 5 onto a tape on a nightly basis?"

        Technical Article 113701, "I have installed the Compaq UPS agents but some of the 
        UPS options are grayed out in the Compaq Insight Manager"
        
        Technical Article 112481, "How do I install the Compaq Insight Manager on OpenServer?"
        
        Technical Article 114221, "How do I install webmin for OpenServer?"
        
        Technical Article 115262, "Where can I obtain a Secure Shell (ssh) for OpenServer?"
        
        Technical Article 114822, "How do I download, compile and install the latest 
        version of SAMBA for OpenServer?"

        Technical Article 113163, "UNIX, Which is the best compression tool to use?"
        
        Technical Article 112505, "Additional Notes on Emergency Recovery for SCO 
        OpenServer 5.0.6."      

        Technical Article 111921, "How do I configure NTP to synchronize correctly?"
       
        Technical Article 107297, "How do I set up a primary nameserver and nameserver 
        clients?"
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